Setting Up and Using Customer Scorecard

To use Customer Scorecard:

1. Set up PeopleSoft EPM components, including but not limited to:

   • Business rules.

   • General options.

   • Calendars.

   • Security.

   • Performance and general ledger business units.

   • Trees.

   • Ledgers, templates, and the ledger mapper.

   • Models and scenarios.

   • Filters and constraints.

   • Datamaps and tablemaps.

2. Run the ETL (Extract, Transform, and Load) process.

   This process populates the PeopleSoft EPM warehouse tables with the data that is related to the PeopleSoft Customer Relationship Management application, general financial information, purchase order information, and the Customer Scorecard.

3. Load data for manual KPIs, and enter KPI values manually, where needed.

4. Set up Scorecard, including but not limited to:

   • Adding KPI dimension members.

   • Adding KPI data elements.

   • Adding KPI calculations and calculation rules.

   • Adding KPI target rules.

   • Updating the scorecard owner.

   • Updating Enterprise Performance Management row-level security tables.

5. Run the KP_ANALYZE and BC_ANALYZE processes to populate key tables.

6. View scorecards.

See also “Setting Up the Operational Warehouse - Enriched for EPM Analytical Applications” in the Enterprise Performance Management Fundamentals documentation Understanding Metadata.